-51.8%
QXO vs IQV
+498.2%
-550.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | -0.1% |
| 7D | -7.8% | -2.2% | -5.5% | -7.5% |
| 30D | -18.1% | +8.3% | -26.4% | -19.2% |
| 3M | -25.8% | +44.6% | -70.3% | -30.4% |
| 6M | -41.7% | +52.6% | -94.3% | -46.0% |
| YTD | -36.2% | +16.1% | -52.3% | -38.3% |
| 1Y | -42.1% | +37.3% | -79.4% | -45.4% |
| 3Y | -46.2% | +21.6% | -67.7% | -50.1% |
| 5Y | -70.7% | +0.5% | -71.2% | -72.4% |
| 10Y | +36.5% | +239.7% | -203.1% | +22.4% |
| All | -51.8% | +498.2% | -550.0% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling